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Reilly Financial Advisors’s iShares MSCI Canada ETF EWC Stock Holding History

Reilly Financial Advisors’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-200
Closed -$5K – 1267
2015
Q3 		$5K Hold
200
– – ﹤0.01% 954
2015
Q2 		$5K Buy
+200
New +$5.66K ﹤0.01% 1064

Other funds holding EWC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return

Reilly Financial Advisors's EWC Position: Q4 2015 in Review

Reilly Financial Advisors sold out of iShares MSCI Canada ETF (EWC) in Q4 2015, closing a stake of 200 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in EWC in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q3 2015. 206 funds tracked by Wall St. Rank hold EWC as of Q4 2015.

  • Reilly Financial Advisors reported no remaining iShares MSCI Canada ETF position as of Q4 2015 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 iShares MSCI Canada ETF shares in Q4 2015, an estimated $5K.
  • Reilly Financial Advisors first reported a position in iShares MSCI Canada ETF in Q2 2015 and held it in 2 quarters.
  • Reilly Financial Advisors's iShares MSCI Canada ETF position peaked at $5K in Q3 2015.
  • 206 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q4 2015.

Based on Reilly Financial Advisors's 13F filing for Q4 2015, filed 22 Jan 2016.